WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 170 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $111 | +122.0% | 1,837 | +126.2% | 0.00% | – |
| Q2 2023 | $50 | +38.9% | 812 | +36.9% | 0.00% | – |
| Q1 2023 | $36 | 0.0% | 593 | 0.0% | 0.00% | – |
| Q4 2022 | $36 | -99.9% | 593 | 0.0% | 0.00% | – |
| Q3 2022 | $32,000 | -30.4% | 593 | -25.9% | 0.00% | – |
| Q2 2022 | $46,000 | -29.2% | 800 | -20.1% | 0.00% | – |
| Q1 2022 | $65,000 | -98.5% | 1,001 | -98.5% | 0.00% | -100.0% |
| Q4 2021 | $4,300,000 | -21.0% | 66,416 | +44.6% | 0.03% | -30.2% |
| Q2 2021 | $5,443,000 | 0.0% | 45,944 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $5,443,000 | 0.0% | 45,944 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $5,443,000 | 0.0% | 45,944 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $5,443,000 | 0.0% | 45,944 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $5,443,000 | 0.0% | 45,944 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $5,443,000 | 0.0% | 45,944 | 0.0% | 0.04% | 0.0% |
| Q4 2019 | $5,443,000 | 0.0% | 45,944 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $5,443,000 | 0.0% | 45,944 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $5,443,000 | 0.0% | 45,944 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $5,443,000 | +2720.2% | 45,944 | +1916.9% | 0.04% | +760.0% |
| Q4 2018 | $193,000 | +171.8% | 2,278 | +208.7% | 0.01% | +150.0% |
| Q3 2018 | $71,000 | – | 738 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JFS WEALTH ADVISORS, LLC | 64,757 | $5,262,000 | 1.42% |
| Clearwater Capital Advisors, LLC | 41,973 | $3,434,000 | 1.19% |
| LCNB CORP | 12,744 | $1,035,000 | 1.02% |
| Clearstead Advisors, LLC | 47,133 | $3,830,000 | 0.62% |
| SONATA CAPITAL GROUP INC | 9,690 | $787,000 | 0.61% |
| CUTLER INVESTMENT COUNSEL LLC | 23,416 | $1,903,000 | 0.49% |
| Concert Wealth Management Inc. | 14,265 | $1,159,000 | 0.26% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 19,430 | $1,579,000 | 0.22% |
| Windsor Financial Group, LLC | 5,407 | $439,000 | 0.21% |
| TRADITION CAPITAL MANAGEMENT LLC | 7,346 | $596,000 | 0.20% |